Financial Services

Where Every Number Is Regulated.

Banking, insurance, private equity, accounting firms. Different businesses, same problem: too many entities, too many reporting frameworks, too little time between close and board. riicu gives your CFO office a single financial command centre.

Group CFO DashboardLive
Net Revenue
$318.4M
+8.6% YoY
Cost-to-Income
54.2%
-2.8pp YoY
Close Cycle
Day 3/5
On track
Entities Closed
18 / 24
75%
Retail Banking
44.6%$142M
Insurance
33.9%$108M
Wealth & PE
21.4%$68M

Your core banking system handles transactions. Your actuarial engine handles reserves. riicu handles the financial planning, close, and reporting layer that connects them all - across entities, segments, and regulatory frameworks.

Not a core system replacement. Not a generic planning tool that does not understand combined ratios or capital adequacy. A financial intelligence layer built for CFOs who report to regulators, boards, and investors simultaneously.

Banking

Multi-entity consolidation, NIM analysis, cost-to-income tracking, regulatory capital planning.

Insurance

Combined ratio reporting, claims reserve modelling, IFRS 17 readiness, multi-GAAP consolidation.

Private Equity

Portfolio company consolidation, fund-level reporting, NAV calculation support, investor reporting.

Wealth & Family Offices

AUM reporting, client portfolio analytics, fee income analysis, regulatory compliance (MiFID II).

The Reality

What Financial Services Finance Actually Looks Like

01

Multi-Entity, Multi-Framework Close

24 entities across 6 jurisdictions. IFRS for the group. Local GAAP for each subsidiary. Regulatory returns on a different timeline. The close is not one process. It is six running in parallel with different rules.

02

Regulatory Reporting Pressure

Basel III capital ratios, Solvency II, IFRS 9 expected credit losses, IFRS 17 insurance contracts. Each framework demands its own data, its own calculations, and its own audit trail. Most teams produce them in separate spreadsheets.

03

Segment and Product Profitability

Is retail banking subsidising corporate? Which insurance lines are destroying margin? What is the true cost-to-serve per segment? Without allocation rules connected to actuals, the answers are estimates at best.

04

Board and Investor Reporting

The board wants a strategic narrative. The regulator wants granular compliance. Investors want comparable KPIs. Three audiences, three formats, one finance team assembling them from five different sources every quarter.

Planning & Forecasting

Plan by Entity, Segment, and Product Line. See the Group in Real Time.

Build budgets and rolling forecasts across banking, insurance, and investment segments in a single connected model. Link revenue drivers (NIM, premium volumes, AUM growth) to the P&L, balance sheet, and capital ratios simultaneously.

Scenario modelling for interest rate shifts, claims volatility, and regulatory capital impact. Minutes, not weeks.

See it in action
riicu.app/planning/rates
FY 2026
Interest Rate Scenario3 Scenarios
Rates Cut · 2.75%
NIM 1.82%$296M
ROE
9.4%
Base · 3.50%
NIM 2.14%$318M
ROE
12.1%
Rates Hold · 4.25%
NIM 2.38%$342M
ROE
14.3%
Capital Ratio
14.8%
Above min.
Combined Ratio
92.4%
-1.6pp YoY
AUM Growth
+11.2%
YoY
CIR · Base
54.2%
-2.8pp YoY
Regulated Close Governance

One Governed Close Layer. Every Framework. Every Regulator.

Each regulated entity closes under its own supervisory framework - IFRS at group level, local GAAP for statutory filings, prudential returns for the regulator. riicu orchestrates all three in a single control board: entity status, framework alignment, submission readiness, and audit lock - visible in one place, governed by one process.

No spreadsheet trackers. No email chains asking "is Entity X closed?". The control matrix shows exactly which entities are locked, which regulatory packs are pending, and whether every framework is reconciled - before the submission window opens.

See it in action
riicu.app/close/regulated
Q1 2026
Regulated Close Control18 / 24
  • Meridian Retail Bank
    ECB · COREP / FINREP
    Lockeddone
  • Novarc Life Insurance
    Solvency II · IFRS 17
    Lockeddone
  • Velar Capital Partners
    FCA · MiFID II · UK GAAP
    Pendingactive
  • Crestline Asset Mgmt
    FINMA · CHF statutory
    In progressactive
  • Group Consolidation
    IFRS · 24 entities · EUR
    Awaitingpending
Entities Closed
18 / 24
Total
Reg. Packs Pending
3
Submission
Manual Adjustments
0
Automated
Frameworks
5
Reconciled
Executive Reporting

One Source. Three Audiences. Zero Scramble.

Generate board packs, regulatory submissions, and investor reports from the same underlying data. Segment P&Ls, cost-to-income analysis, capital adequacy ratios, and combined ratio trends in a single dashboard.

Drill from the group KPI to the entity, to the segment, to the product, to the transaction.

See it in action
riicu.app/reporting/group
Q1 2026
Group Performance · Q1 2026Board Pack
Cost-to-Income
54.2%
-2.8pp YoY
ROE
12.1%
+1.4pp YoY
Capital Ratio
14.8%
Above target
Net Revenue
$318M
+8.6% YoY
Prior Year
$293
NII
+$14
Fees
+$8
Premiums
+$11
Claims
-$5
FX
-$3
Current Year
$318
Capabilities

Built for the Reporting Intensity of Financial Services

Multi-GAAP Consolidation

IFRS, local GAAP, and regulatory frameworks from one data set. Automated elimination, translation, and reconciliation across entities.

Regulatory Readiness

Capital adequacy, Solvency II, IFRS 9 ECL staging, IFRS 17 CSM. Structured data outputs aligned to regulatory submission formats.

Segment Profitability

Cost allocation by segment, product, and channel. True cost-to-serve, NIM by portfolio, combined ratio by line of business.

Interest Rate Scenarios

Model rate shifts across the book. Link NIM, NII, and capital impact to rolling forecasts with instant scenario switching.

Portfolio Consolidation

PE fund-level reporting, NAV support, portfolio company roll-up, investor-grade quarterly reports with drill-through.

AUM & Fee Income Analytics

Track assets under management, fee income by mandate, client profitability, and performance attribution across wealth and family office portfolios.

Designed Around Your Existing Core and Finance Systems.

From SAP, Oracle, Microsoft Dynamics 365, Cegid Primavera, Sage, PHC and QuickBooks to your core banking, policy administration and fund accounting systems, riicu is designed around the systems your business already runs - supporting a more connected finance environment and reducing spreadsheet-heavy workflows.

SAPOracleDynamics 365PrimaveraSageQuickBooksExcel

Ready to Close Faster
and Report Smarter?

See what unified finance intelligence looks like for financial services. Book a personalised demo with our team.